Ask The Planman
by Bruce M. Weinstein
Latest episode
EP 93: Inflation, Diversification & Retirement Risk with Jim of Fit…
EP 93: Inflation, Diversification & Retirement Risk with Jim of Fit…
About this podcast
Welcome to ASK THE PLANMAN, hosted by Bruce Weinstein.
Each week Bruce will feature a guest to talk with and bring you insights and strategies to help you make educated financial decisions. Bruce brings his expertise with over 35 years of experience, helping thousands of clients reach their goals and objectives. The Planman believes everyone should have a PLAN!
Come Ask the PLANMAN – we want to HEAR from YOU.
New episodes are released bi-weekly every Monday.
Write Bruce: [email protected]
Text the word Planman to 321-421-5213 or call 1-844-PLANMAN
Don't forget to check us out at www.asktheplanman.com.
Episodes
The newest 20 of 94 episodes
- EP 93: Inflation, Diversification & Retirement Risk with Jim of Fit Wealth Management · 1 h 3 minInflation can change your retirement expenses. Market downturns can challenge your confidence. And the investment decisions you make in response may have consequences that last…
- EP 92: The Real Cost of Putting It Off with Guest Joe Gable · 1 h 3 min · Episode 92Bruce M. Weinstein, The Planman, welcomes Joe Gable, who started alongside him at Merrill Lynch forty years ago. Joe spent two decades as a financial adviser, built a rug…
- EP 91: Solving for X — What Most People Miss About Retirement Planning | Ask the Plan Man with Margret De Bruyn · 1 h 0 min · Episode 91This week on Ask the Plan Man, Bruce M. Weinstein is joined by Margret De Bruyn to break down what people often miss when thinking about retirement. The conversation looks beyond…
- EP 90: Ask the Planman Streaming Radio/TV Premiere! Special Guest Mel Albin | Solving for X: Retirement Planning · 1 h 2 min · Episode 90What if retirement planning isn't about how much money you save, but how much income you'll actually need? In the relaunch of Ask the Plan Man, Bruce Weinstein, known as "The…
- EP 89: Managing Money And Aging Parents With Jennifer Rosen · 1 h 8 min · Season 1 Episode 89In this episode of Ask the Planman, Bruce Weinstein sits down with Jennifer Rosen of Mind Your Nest, a concierge bill management and daily money support service. We're covering…
- EP 88: Kimberley Sixkiller - Long Term Care Insurance · 52 min · Season 1 Episode 88Think long-term care is only for later in life? Think again. In this episode of Ask the Planman, Bruce sits down with Kim Sixkiller to talk about why long-term care planning…
- EP 87: What do you do when your Insurance WON'T Cover YOU with Jimmy Choi · 57 min · Season 1 Episode 87Jimmy Choi joins us on Ask the Plan Man to explain how homeowners in disaster-prone areas can still find insurance. With big companies pulling out of states like California and…
- EP 86: Disability and Business Continuity Insurance · 15 min · Season 1 Episode 86Learn how to protect your business from potential disruptions like fires or the sudden loss of key personnel. I'll walk you through the key roles that key person insurance and…
- EP 85: How Do the Wealthy Avoid Taxes on Real Estate? With Pishoy Fahmi · 43 min · Season 1 Episode 85That's why we brought in tax expert Pishoy Fahmi, founder of PNF Accounting & Advisors, to break it all down. In this episode, we explore: • How can you sell investment property…
- EP 84: PPO vs. HMO: Are You Paying Too Much for Healthcare? · 15 min · Season 1 Episode 84In this episode, we break down the real differences between HMOs and PPOs, why insurance costs are out of control, and—most importantly—how people are saving thousands every…
- EP 83: How Can I Save Money On My Health Insurance? · 12 min · Season 1 Episode 83In 49 of the 50 states there's a cost efficient option for affordable health insurance you might not be aware of. In fact, we recently saved a client over $1500/mo on their…
- EP 82: Student Loan Forgiveness - Who Actually Qualifies & Who's Stuck Paying? · 43 min · Season 1 Episode 82We're joined this episode by certified student loan expert Glenn Sanger-Hodgson to tackle the complex world of college financing and student loan repayment. We'll break down…
- EP 81: Protect Yourself from Financial Pitfalls with Paul Shalhoub · 39 min · Season 1 Episode 81In this episode, Bruce Weinstein chats with personal injury attorney Paul Shalhoub to break down the often confusing world of insurance. We're talking about how to protect…
- EP 80: End Of Year Money Tips with Tatianna Tsoir · 45 min · Season 1 Episode 80Unlock the secrets to smart tax savings with insights from Tatiana Tzior, an award-winning accountant and business turnaround advisor. With Tatiana's two decades of experience…
- EP 79: How To Protect Your Wealth in Retirement with Barry Siegel · 40 min · Season 1 Episode 79In this episode we're joined by Barry Siegel. We're covering the essentials of elder care and estate planning, focusing on strategies for asset protection, Medicaid…
- EP 78: Interest Rates Are Down, But Should You Buy Now? (with Paul Lykins) · 33 min · Season 1 Episode 78Interest rates have dropped, causing both excitement about the market and uncertainty among potential homebuyers. But is now truly the right time to dive into the real estate…
- EP 77: The Car Buying Game · 16 min · Season 1 Episode 77From hidden fees and pressured down payments to the push for electric cars, I'm tackling the financial traps dealers set up so you know how to avoid them. I break down these…
- EP 76: Sales, Investing, and Personal Growth with Adam Stalmach · 53 minWe're joined by Adam Stalmach in today's episode, who shares his personal journey from commision-only to base-plus-commission sales, self-investment, and appreciation for luxury…
- EP 75: Can You Reduce Your Car Insurance Cost? · 7 min · Season 1 Episode 75There has been an noticeable uptick of folks unhappy about their insurance rates, especially car insurance. Let's talk about what this means, and if price shopping is really…
- EP 74: Escape the Tax Trap: How To Keep More of Your Money · 1 h 1 min · Season 1 Episode 74In this episode we're joined by Dwight Dye, owner of DWD Tax Strategies. Chatting all about the complexities of the U.S. tax system, including current and proposed policies like…
